InfoPath 2013 Training

In this Microsoft InfoPath 2013 training class, you will learn how to use InfoPath to gather and share information by creating and implementing XML-based forms.

This course is targeted for persons with web design experience, form administrators, information coordinators, and Microsoft Office system power users who need to gather, reuse, distribute, and collaborate using XML-based forms.

Goals

Learn to create InfoPath forms.

Learn to import and export forms.

Learn to customize a form layout.

Understand how to manage views.

Learn to apply security to forms.

Learn to distribute forms.

Learn to manage controls.

Understand how to work with a database.

Outline

Creating InfoPath Forms

Explore the InfoPath 2013 Interface

Draft a Form

Add Data Validation Rules

Test a Form

Importing and Exporting Forms

Import Form Data Using InfoPath Designer

Export Form Data to Excel Using InfoPath Filler

Export Form Data to the Web Using InfoPath Filler

Customizing Form Layouts

Customize Tables

Format a Form

Insert Graphical Objects

Create Sections

Merge Forms

Managing Views

Create Custom Views

Assign User Roles to a View

Applying Security to Forms

Protect InfoPath Forms

Restrict Access to a Form

Set Security Zones

Distributing Forms

Publish a Form

Publish a Form to Email Recipients

Troubleshoot Publishing Problems

Managing Controls

Describe Data Source Concepts

Customize Controls

Bind Controls

Working with a Database

Develop a Form from a Database

Use InfoPath Forms to Add Records to a Database

Use InfoPath Forms to Query a Database

Populate Form Controls from a Database

Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following is required for this Microsoft Office class:

Familiarity with using a personal computer, mouse, and keyboard.

Comfortable in the Windows environment.

Ability to launch and close programs; navigate to information stored on the computer; and manage files and folders.

Experience in the following would be useful for this Microsoft Office class:

Proficiency in Microsoft Office products concentrating in forms development and experience working in a tagged environment.